Civic Intelligence

Rotary Club of Oakley Foundation

EIN 85-2603917 • 501(c)3 • Oakley, CA

Profile

Provide scholarships and other educational expenses to local shcools and provide monetary assistance to the Brentwood community in general as necessary to improve the community and to other projects worldwide.

PO Box 435Oakley, CA 94561

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

81st percentile

31%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

95th percentile

209%

Faster revenue growth than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$75,519

Up $17,796 (+31%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$75,519

Up $17,796 (+31%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin76th percentile

Revenue

Up

$81,265

Up $54,989 (+209%) from 2024

Expenses

Up

$63,469

Up $42,082 (+197%) from 2024

Net Income

Up

$17,796

Up $12,907 (+264%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2021: $12,810Liabilities 2021: $0Net Assets 2021: $12,8102021Assets 2022: $37,699Liabilities 2022: $0Net Assets 2022: $37,6992022Assets 2023: $52,834Liabilities 2023: $0Net Assets 2023: $52,8342023Assets 2024: $57,723Liabilities 2024: $0Net Assets 2024: $57,7232024Assets 2025: $75,519Net Assets 2025: $75,5192025

Highlighted filing

2025

Assets$75,519
Liabilities-
Net Assets$75,519
Open 2025 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2021: $7,928Expenses 2021: $9,250Net Income 2021: -$1,3222021Revenue 2022: $33,903Expenses 2022: $9,014Net Income 2022: $24,8892022Revenue 2023: $34,142Expenses 2023: $19,007Net Income 2023: $15,1352023Revenue 2024: $26,276Expenses 2024: $21,387Net Income 2024: $4,8892024Revenue 2025: $81,265Expenses 2025: $63,469Net Income 2025: $17,7962025

Highlighted filing

2025

Revenue$81,265
Expenses$63,469
Net Income$17,796
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$75,519
Liabilities
-
Net assets
$75,519
Revenue
$81,265
Expenses
$63,469
Net income
$17,796
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$75.5$75.5$81.3$63.5$17.8
2024Detailed filing. Detailed filing data is available for this year.$57.7$0.00$57.7$26.3$21.4$4.89
2023Detailed filing. Detailed filing data is available for this year.$52.8$0.00$52.8$34.1$19.0$15.1
2022Detailed filing. Detailed filing data is available for this year.$37.7$0.00$37.7$33.9$9.01$24.9
2021Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$7.93$9.25$1.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 19, 2025
Return Version
2024v5.2
Gross Receipts
$103,945
Mission and Program Overview

Mission

Provide scholarships and other educational expenses to local shcools and provide monetary assistance to the Brentwood community in general as necessary to improve the community and to other projects worldwide.

Provide scholarships and other educational expenses to local schools and provide monetary assistance to the local community in general as necessary to improve the community and to other projects worldwide.

Program Services

DescriptionGrantsExpenses
Purchased dictionaries for 3rd graders in the Oakley schools district.--
Scholarships to local graduating high school seniors.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rob GreaffPresident-$0--
Mike HaleVice President-$0--
Vera MartinezSecretary-$0--
Brenda D'AmicoTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Events (Gala / Summerfest)$43,632$43,632$15,001$28,631
Tournament / Raffle$17,757$17,757$7,679$10,078
Total Events$61,389$61,389$22,680$38,709
Filing and Contact Details

Filer

Filer Name
Rotary Club of Oakley Foundation
EIN
85-2603917
Phone
9256252211
Address
PO Box 435, Oakley, CA 94561

Signing Officer

Name
Brenda D'Amico
Title
Treasurer
Signed
2025-08-19
Discuss with paid preparer
Yes

Preparer

Firm
JLD Accounting INC
Address
479 Susie Street, Oakley, CA 94561
Preparer
Julie Knapp
Phone
9253084234
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Misc Donations | Donee's Address: PO Box 435 Oakley CA 94561 | Cash Amount Given: $21480”

Other Expenses.1002

“Office Expenses $106”

Other Expenses.1

“Christmas Toy Drive $25952”

Other Expenses.2

“Scholarships $8000”

Other Expenses.3

“Materials, Supplies, Giveaway $7130”

Other Expenses.4

“Bank Fees & Misc License $251”

Raw XML Appendix156 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0Brenda D'Amico
IRS990EZ/BooksInCareOfDetail/PhoneNum09253827057
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 435
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Oakley
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094561
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057723
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt075519
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IRS990EZ/ContributionsGiftsGrantsEtcAmt041351
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017796
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt057723
IRS990EZ/Form990TotalAssetsGrp/EOYAmt075519
IRS990EZ/FundraisingGrossIncomeAmt061389
IRS990EZ/GrantsAndSimilarAmountsPaidAmt021480
IRS990EZ/GrossReceiptsAmt0103945
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01205
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057723
IRS990EZ/NetAssetsOrFundBalancesEOYAmt075519
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt057723
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt075519
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Rob Greaff
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mike Hale
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Vera Martinez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Brenda D'Amico
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt041439
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide scholarships and other educational expenses to local schools and provide monetary assistance to the local community in general as necessary to improve the community and to other projects worldwide.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Purchased dictionaries for 3rd graders in the Oakley schools district.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Scholarships to local graduating high school seniors.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022680
IRS990EZ/SpecialEventsNetIncomeLossAmt038709
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt063469
IRS990EZ/TotalRevenueAmt081265
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt041351
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt07433
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt048787
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt048787
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt041351
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt07433
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt048787
IRS990ScheduleA/TotalSupportAmt048787
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022680
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Events (Gala / Summerfest)
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Tournament / Raffle
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt043632
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017757
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt061389
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt043632
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt017757
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt061389
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt038709
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022680
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015001
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07679
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Misc Donations | Donee's Address: PO Box 435 Oakley CA 94561 | Cash Amount Given: $21480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $106
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Christmas Toy Drive $25952
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Scholarships $8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Materials, Supplies, Giveaway $7130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank Fees & Misc License $251
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Brenda D'Amico
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary Club of Oakley Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0852603917
ReturnHeader/Filer/PhoneNum09256252211
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 435
ReturnHeader/Filer/USAddress/CityNm0Oakley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094561
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0275215214
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JLD Accounting INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0479 Susie Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oakley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094561
ReturnHeader/PreparerPersonGrp/PhoneNum09253084234
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Julie Knapp
ReturnHeader/ReturnTs02025-08-19T14:24:46-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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